Key stats
About FlexShares US Quality Low Volatility Index Fund
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Inception date
Jul 15, 2019
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Northern Trust Investments, Inc.(Investment Management)
Distributor
Foreside Fund Services LLC
QLV is a fund combining the characteristics of low volatility and what it calls quality in the selection of its constituent stocks. The quality factor is described as a combination of: (i) management expertise (e.g. corporate finance activities), (ii) profitability (e.g. reliability and sustainability of financial performance), and (iii) cash flow (e.g., cash flow generation). An optimization process is also utilized in order to reduce overall portfolio volatility and maximize the overall quality factor relative to the parent index. QLV uses a representative sampling strategy to track its index, which is reconstituted quarterly.
Classification
What's in the fund
Exposure type
Technology Services
Health Technology
Electronic Technology
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.